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To export candidate evaluation reports, open the Comparison & Approval view for the job in the Client Portal and export to PDF, Excel, or PowerPoint.

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What this gets you

  • You can hand over a polished, static report when a client prefers it to reviewing in the portal.
  • Different formats suit different audiences.

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Steps

  1. Open the job in the Client Portal and go to Comparison & Approval.
  2. Choose an export format: PDF, Excel, or PowerPoint. Together they cover visual score summaries, data comparisons with weighted scores, and presentation-ready shortlists.
  3. Download the file.

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Tips

  • Exports are useful when a client prefers a static handoff over reviewing inside the portal.

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Ideas to get more from it

  • Export a presentation for a client meeting.
  • Use the Excel version when you want to sort and analyze the scores.